Trust Administrator - 31466

Itchyfeet Recruitment AgencyVia agency

Full TimePermanentNot specifiedFinance

Posted 15 March 2026Closes 30 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Leverage Copilot for drafting reports and board packs efficiently
›Use Power Automate to streamline routine compliance tasks
›Practise using AI chatbots for client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

🤖 AI AgentAzure OpenAI Document Automation

Automates file management and report drafting tasks

💻 TechnologyPower Automate

Streamlines compliance checks and document workflows

🌍 OutsourcingSpecialist Admin Providers

Handle routine trust admin offsite for cost efficiency

⚡ Recommendation

🔀 Hybrid approach

Routine tasks are automatable but client service needs human oversight

Microsoft Copilot & M365

Copilot for Word

Drafts reports, board packs, and client correspondence

Power Automate

Automates KYC, compliance, and file updates

Microsoft Teams

Coordinates meetings and client communications

55% Medium riskAI 68%

AI Exposure (AIOE)68%

Executive Secretaries and Executive Administrative Assistants

O*NET 43-6011.00

Top Skills

Trust Administration Administration and Management Stakeholder Management

🇬🇧 Visa eligible↑ 23% Claude Index

Job Description

Our client is seeking a Trust Administrator to take on administrative responsibility for a portfolio of trusts, companies, and other wealth structures. You will provide first-class service to clients, intermediaries, and other stakeholders in support of a client service team, led by a Client Director. Working closely with an Assistant Manager and/or Manager, you will identify and mitigate risk, ensuring smooth operations while supporting your team, especially junior colleagues. Please email team@itchyfeet.im or follow the link for further information and for details on how to apply https://itchyfeetoffshore.com/jobs/31466-trust-administrator-isle-of-man/

Automation Risk

Automation probability55%

AI exposure (AIOE)68%

This role contains a mix of routine (file management, meeting coordination), augmented (report preparation, risk monitoring), and human-centric (team support, client interaction) tasks. Many administrative and compliance functions are increasingly automated or AI-augmented, but direct client service and mentoring resist full automation. GenAI tools can assist with documentation and communication, raising the AI exposure score.

Task analysis

Administer a portfolio of trusts, companies, and wealth structures, ensuring accurate record-keeping and compliance.
Provide first-class service to clients, intermediaries, and stakeholders, handling queries and correspondence.
Identify and mitigate risks within the portfolio, escalating issues to management as appropriate.
Support the client service team, including mentoring and assisting junior colleagues.
Prepare reports, board packs, and other documentation for review by management and clients.
Maintain up-to-date client files and ensure all actions comply with regulatory requirements.
Coordinate meetings and communications between clients, intermediaries, and the client service team.
Assist with onboarding new clients, including gathering KYC documentation and due diligence.
Monitor transactions and activities for unusual or suspicious patterns, reporting as necessary.

Automatable AI-assisted Human-only

Occupational Classification

🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 4122 — Administrative occupations: finance

O*NET: 43-6011.00 — Executive Secretaries and Executive Administrative Assistants

AI analysis: 15 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k

UK sector median

£58,597

UK sector mean

£86,468

£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Leverage Copilot for drafting reports and board packs efficiently
›Use Power Automate to streamline routine compliance tasks
›Practise using AI chatbots for client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentAzure OpenAI Document Automation

Automates file management and report drafting tasks

💻 TechnologyPower Automate

Streamlines compliance checks and document workflows

🌍 OutsourcingSpecialist Admin Providers

Handle routine trust admin offsite for cost efficiency

⚡ Recommendation

🔀 Hybrid approach

Routine tasks are automatable but client service needs human oversight

Microsoft Copilot & M365

Copilot for Word

Drafts reports, board packs, and client correspondence

Power Automate

Automates KYC, compliance, and file updates

Microsoft Teams

Coordinates meetings and client communications

Key Skills

Trust AdministrationAdvancedAdministration and ManagementIntermediateStakeholder ManagementIntermediateClient Relationship ManagementIntermediateRisk ManagementIntermediateRegulatory ComplianceIntermediateAttention to DetailAdvancedTeamworkIntermediateReport WritingIntermediateMicrosoft OfficeIntermediate

Knowledge Areas

Trust and Company AdministrationRegulatory ComplianceClient Service and Relationship ManagementAdministrative ProceduresReporting and DocumentationFinancial Services IndustryBusiness Administration

O*NET Competency Skills

Active ListeningReading ComprehensionSpeakingService OrientationWritingCoordinationCritical ThinkingSocial PerceptivenessTime ManagementActive LearningJudgment and Decision MakingMonitoringNegotiation

Alternative Career Paths

Trust Officer90% match

Take on greater responsibility for complex trust structures and client portfolios.

Compliance Officer75% match

Specialize in regulatory compliance and risk management within financial services.

Client Relationship Manager70% match

Focus on managing and developing client relationships across financial products.

Company Secretary65% match

Oversee corporate governance and statutory compliance for companies.

Also Consider

Trust Officer Compliance Assistant Client Services Administrator Company Secretary Private Wealth Administrator Corporate Services Administrator Paralegal

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Oracle PeopleSoftSAP softwareFacebookAdobe IllustratorAdobe PhotoshopCisco WebexZoomGoogle DocsMicrosoft Word

Work Activities

General work activities from O*NET

Communicating with Supervisors, Peers, or Subordinates
Establishing and Maintaining Interpersonal Relationships
Getting Information
Organizing, Planning, and Prioritizing Work
Communicating with People Outside the Organization
Performing Administrative Activities
Working with Computers
Scheduling Work and Activities
Updating and Using Relevant Knowledge
Processing Information
Identifying Objects, Actions, and Events
Documenting/Recording Information
Thinking Creatively
Making Decisions and Solving Problems
Assisting and Caring for Others

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

23%

of conversations

Classic Auto. Risk

86%

Frey & Osborne

Job Zone

Census